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Posted: Sunday, January 28, 2018 9:36 AM

Job Description:/h3:
United Financial NW

We are looking to partner with financial professionals who want to take charge of their careers and help educators and state employees in Willamette Valley become financially fit for retirement.
By joining the United Financial NW team you can remain completely independent and enjoy the infrastructure and support of a solid Broker/Dealer and marketing firm with decades of experience in the retirement planning market.
If youre ready to achieve more success and increase your lead generation opportunity we encourage you to take a closer look at joining UFNW. We will provide you with a plan, lead generation tools and the possibility to partner with a senior advisor to assist with their book

Job Requirements:
* 2 + years of experience working as a Financial Advisor
* FINRA Series 6 or 7 license and Series 63
* Oregon general lines : life, accident, and health license
* Useful Additional Skills/Licenses: Experience with 403(b), 401(k), and IRA market
* Existing book helpful

Reasons to Join:
Possibility of monthly stipend to help while you build your business.
Use our proprietary marketing plan with negotiated school access.
Our team approach with senior advisors can provide the pass down of leads and clients.
Co:brand with PlanMembers successful brand strategy which includes exclusive access to marketing materials, financial literacy campaigns, web resources and more.
Access to a broad selection of 403(b) and 457(b) retirement, investment and annuity programs.
Access PlanMembers business development campaigns designed specifically for your local markets.
Utilize innovative planning software, at no cost to you, designed to help clients create a road map to retirement.
Take advantage of an advisor retirement strategy that provides payout for up to 20 years after retirement, disability or death (payable to beneficiaries).
Access a niche market of public schools, universities, nonprofit employers and employee prospects.
Gain from our local team approach. UFNW provides you with the opportunity to collaborate with peers and benefit from our training and support while enjoying the independence of owning your own book of business.
Receive your own customized personal website with a direct link to our
planmember/homepage.
Utilize our infrastructure and technology to optimize your business.



About PlanMember:
PlanMember Financial Corporation is a financial services firm that provides retirement plan sponsors and participants with unparalleled service and a diverse platform of investment and annuity solutions. PlanMember is committed to helping meet the retirement needs of individual investors and employer groups nationwide.
About United Financial NW
UFNW has specialized in serving educators and their families in the Portland and Willamette Valley for over 30 years. UFNW is a team of experienced, independent financial advisors. We believe in a value based approach, leading with education to meet our clients needs. This enables us to provide the very best products and services to our clients. If you are looking to grow as a professional in the financial service industry, UFNW will provide you with a plan, access to a niche, training and support to be successful and ownership in your book from day one.
Representatives registered with and offer only securities and advisory services through PlanMember Securities Corporation, a registered broker/dealer, investment advisor and member FINRA/ SIPC. PlanMember is not liable for ancillary products or services offered by this representative. 6187 Carpinteria Ave, Carpinteria, CA 93013 (800)

Company Description:/h3:
Headquartered in Carpinteria, California just south of Santa Barbara, PlanMember Financial Corporation is a leader in the retirement planning market with more than 500 representatives and 30 regionally:based Financial Centers l

Source: https://www.tiptopjob.com/jobs/77473730_job.asp?source=backpage


• Location: Portland

• Post ID: 26347497 portland
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